Attracting and retaining clients is consistently a top concern for accounting firms. A steady churn of clients means that even firms looking to maintain the status quo must make an effort to keep clients satisfied and find new business. In a recent webinar, Wolters Kluwer product manager Samantha Grovenstein-Deal and Charlie Burns of Reid, Hanna, Johnson & […]

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Having multiple offices gives firms the ability to serve a geographically larger area and a wider base from which to attract staff. And when the workload gets heavy, multi-office firms can shift work from one office to another. Load-balancing work across offices is a great idea on the surface, but it can be more complicated than […]

The post 3 Problems only Multi-Office Firms Understand appeared first on Tax & Accounting Blog.

This is Part 2 in our Cool Culture Counts series, featuring Wesley Middleton, Managing Partner of MiddletonRaines+Zapata. The first webinar, Making Your Firm a Great Place to Work, discussed how a firm’s physical environment affects firm culture. Don’t miss the introduction to the series: 5 Keys to a Cool Culture.  A cool place to work – You […]

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Your social media involvement and website presence are a vital part of your online marketing strategy. But how does email fit in with all that? There are some who predict the demise of email as a mainstream communications platform as younger generations who favor platforms like WhatsApp, Slack, and text messaging become even more dominant […]

The post Email marketing in accounting firms: What does the future hold? appeared first on Tax & Accounting Blog.

New Titles Provide Dynamic, Streamlined and Integrated User Experience (NEW YORK, NY, May 3, 2017) – Wolters Kluwer Tax & Accounting announced today new solutions to expand the Knowledge Coach offering, which is designed to help professionals accurately and effectively conduct preparations, compilations, review and audit engagements. The Knowledge-Based Examination of Service Organizations is a […]

The post Wolters Kluwer Tax & Accounting’s CCH ProSystem fx Knowledge Coach Launches New Knowledge-Based Audit Titles appeared first on Tax & Accounting Blog.

Problem clients: every firm has them. How you deal with them is a different story. Identifying problem clients is the first step to improving your client relationships. But you don’t always have to fire a bad client. Here’s how you can differentiate the bad from the worse. The Jerk Frequently rude and disrespectful of your […]

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